Non-inventory items are shortcuts for entering line items in many sales- and purchase-related transaction forms in Manager. They are completely optional. Unlike inventory items, they are not required for any transaction entry. But once defined, they help:
Before non-inventory items can be used, they must be created. Under the Settings tab, click on Non-inventory Items, then New Non-inventory Item:
Complete the definition:
Item codecan be anything that helps find, sort, or categorize the item. If used,
Item codewill appear on forms.
Item namewill appear when searching for a non-inventory item to complete a line item. If no further description of the item is entered,
Item namewill appear in the
Descriptionfield on completed forms, such as sales invoices.
Unit Nameis optional, but can be used to specify units by which the item will be sold or purchased. Only one unit name is allowed; if goods or services are purchased and sold in different units, either apply conversions before making entries or create separate non-inventory items.
Descriptionfield is for more comprehensive information. Its contents will appear on finished forms in place of
Item name. Anything a customer or supplier should see can be placed into this field.
Accountto which a sale will be posted, and applicable
Tax Codeare entered. A
Tracking Codecan also be selected. Notice that only the
Sale priceis free text. The other three fields must be selected from previously defined accounts, tax codes, or tracking codes. This information will be prefilled whenever this non-inventory item is added to a form. Click Create to save the non-inventory item:
The second illustration shows a non-inventory item created for advertising purchased frequently in local publications:
Non-inventory items can be used for:
When completing any of these forms, an
Item field will appear at the left end of line items whenever any inventory or non-inventory items have been defined that are applicable. For example, if no inventory items are defined, but non-inventory items for sales of services have been, all sales-related forms will include the
Item field. But unless non-inventory items for purchases have been defined, forms like purchase invoices will not include the
To use a non-inventory item, click on the dropdown box of the
Item field. Or, begin typing the
Item code or
Item name in the field to take advantage of the autosearch capability. When a non-inventory item has been selected, all its parameters will automatically be filled for the line. Anything can be edited except the account to which the item is posted:
Non-inventory items can be updated when required, such as when a service description is altered or a price change occurs. Go to Settings Non-inventory Items and click Edit for the item to be changed:
Edit the item as desired and click Update. Existing transactions using the non-inventory item will not be modified. Only future forms will be affected.
If the non-inventory item is no longer needed, it can be deleted as long as it has never been used. But Manager will not allow non-inventory items to be deleted if they have been used. In that case, check the box, and the non-inventory item will no longer be available.
If an inactive non-inventory item becomes useful again, scroll to the bottom of the non-inventory items list, where you will see the item’s name in light grey text with strike-through markings:
Click Edit next to the item’s name. Uncheck the box and the item will once again be available. Remember to click Update when finished editing.